Kim Carroll

Have you ever wondered if you could enjoy a larger slice out of the pie called life? Many years ago, Kim asked herself this same question. She learned through determination, persistence and drive, the answer is yes! Kim is passionate about working with clients to explore strategies and alternatives to help them enjoy life! Kim is dedicated to helping her clients achieve long-term financial stability and success.

Kim’s experience in the financial services industry began at a local bank where she partnered on a wealth team servicing affluent bank clients for 5 ½ years prior to joining Ameritas Financial Services of WPA/Pittsburgh office. She designs comprehensive wealth management strategies, provides advanced advisory planning, and develops strong relationships with her clients. Kim is a licensed financial professional, holding her Life/Accident/Health insurance and her Series 6, 7, 63, and 65 securities licenses, as well as her CRC® (Certified Retirement Counselor) designation. She is a native to Pittsburgh and graduated Summa Cum Laude from La Roche College. Kim has 3 children, and enjoys dance, the arts, and travel.